WhitTier Trust Company’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

WhitTier Trust Company’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.7K	Sell	398 -120	-23%	-$9.65K	﹤0.01%	804
2025 Q4	$41.9K	Buy	518 +14	+3%	+$1.13K	﹤0.01%	742
2025 Q3	$40.7K	Hold	504	–	–	﹤0.01%	738
2025 Q2	$40.6K	Sell	504 -969	-66%	-$76.3K	﹤0.01%	833
2025 Q1	$116K	Hold	1,473	–	–	﹤0.01%	590
2024 Q4	$116K	Hold	1,473	–	–	﹤0.01%	579
2024 Q3	$118K	Hold	1,473	–	–	﹤0.01%	570
2024 Q2	$114K	Buy	1,473 +641	+77%	+$49.3K	﹤0.01%	542
2024 Q1	$64.7K	Hold	832	–	–	﹤0.01%	637
2023 Q4	$64.4K	Sell	832 -27	-3%	-$2.01K	﹤0.01%	638
2023 Q3	$63.3K	Sell	859 -900	-51%	-$67.2K	﹤0.01%	605
2023 Q2	$132K	Hold	1,759	–	–	﹤0.01%	523
2023 Q1	$133K	Hold	1,759	–	–	﹤0.01%	511
2022 Q4	$130K	Sell	1,759 -744	-30%	-$54.8K	0.01%	513
2022 Q3	$179K	Hold	2,503	–	–	0.01%	480
2022 Q2	$184K	Buy	2,503 +203	+9%	+$15.8K	0.01%	473
2022 Q1	$189K	Hold	2,300	–	–	0.01%	470
2021 Q4	$200K	Hold	2,300	–	–	0.01%	470
2021 Q3	$201K	Hold	2,300	–	–	0.01%	459
2021 Q2	$202K	Hold	2,300	–	–	0.01%	457
2021 Q1	$201K	Hold	2,300	–	–	0.01%	447
2020 Q4	$201K	Sell	2,300 -2,600	-53%	-$223K	0.01%	428
2020 Q3	$411K	Buy	4,900 +4,000	+444%	+$337K	0.02%	319
2020 Q2	$73K	Hold	900	–	–	﹤0.01%	523
2020 Q1	$69K	Hold	900	–	–	0.01%	513
2019 Q4	$79K	Hold	900	–	–	0.01%	523
2019 Q3	$78K	Hold	900	–	–	0.01%	520
2019 Q2	$78K	Hold	900	–	–	0.01%	518
2019 Q1	$78K	Hold	900	–	–	0.01%	522
2018 Q4	$73K	Hold	900	–	–	0.01%	517
2018 Q3	$78K	Hold	900	–	–	0.01%	541
2018 Q2	$77K	Hold	900	–	–	0.01%	535
2018 Q1	$77K	Hold	900	–	–	0.01%	536
2017 Q4	$79K	Hold	900	–	–	0.01%	512
2017 Q3	$80K	Hold	900	–	–	0.01%	472
2017 Q2	$80K	Hold	900	–	–	0.01%	466
2017 Q1	$79K	Hold	900	–	–	0.01%	469
2016 Q4	$78K	Hold	900	–	–	0.01%	464
2016 Q3	$79K	Hold	900	–	–	0.01%	458
2016 Q2	$76K	Hold	900	–	–	0.01%	459
2016 Q1	$74K	Buy	+900	New	+$71.5K	0.01%	463
2015 Q4	–	Sell	-472	Closed	-$39K	–	890
2015 Q3	$39K	Hold	472	–	–	﹤0.01%	561
2015 Q2	$42K	Hold	472	–	–	﹤0.01%	574
2015 Q1	$43K	Hold	472	–	–	﹤0.01%	565
2014 Q4	$42K	Hold	472	–	–	﹤0.01%	564
2014 Q3	$43K	Sell	472 -1,753	-79%	-$164K	﹤0.01%	561
2014 Q2	$212K	Sell	2,225 -1,500	-40%	-$142K	0.02%	338
2014 Q1	$352K	Sell	3,725 -250	-6%	-$23.4K	0.04%	273
2013 Q4	$369K	Sell	3,975 -215	-5%	-$20K	0.04%	263
2013 Q3	$384K	Sell	4,190 -25	-0.6%	-$2.29K	0.05%	246
2013 Q2	$383K	Buy	+4,215	New	+$396K	0.06%	242

Other funds holding HYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCIM

British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WhitTier Trust Company's HYG Position: Q1 2026 in Review

WhitTier Trust Company reduced its iShares iBoxx $ High Yield Corporate Bond ETF (HYG) stake by 23% in Q1 2026, selling an estimated $9.65K and leaving 398 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

WhitTier Trust Company first reported a position in HYG in Q2 2013 and has held it in 51 quarters since. The position peaked at $411K in Q3 2020. 978 funds tracked by Wall St. Rank hold HYG as of Q1 2026.

WhitTier Trust Company held 398 shares of iShares iBoxx $ High Yield Corporate Bond ETF worth $31.7K as of Q1 2026.
WhitTier Trust Company sold 120 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q1 2026, an estimated $9.65K.
iShares iBoxx $ High Yield Corporate Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #804 holding.
WhitTier Trust Company first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q2 2013 and has held it in 51 quarters since.
WhitTier Trust Company's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $411K in Q3 2020.
978 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.